Trusts and Estates – Part 2

Join Michael as he builds on the previous webinar regarding trust and estate matters. The session will focus on managing tax obligations of trusts and estates, and how these obligations affect beneficiaries. He will also discuss important estate tax planning strategies and recent IRS guidance that may impact certain types of existing trusts. Lastly, review the need to maximize every client’s basic exclusion amount before the possible reduction assuming that Congress lets the TCJA provision sunset.